Sunday, March 29, 2015

This is one of the best opportunity I have been looking for a while with both equity and treasury.  Equity pulled back last week, and this is the last time S&P 500 will stay around 2060 area for this year. It will go up very quickly to 2200 next few months and possibly even much higher later. Even I am very bearish about equity in latter part of this year, now the way to make money is still long equity, options and futures if you can.

My pick for stock now come to YELP, and at this time, the timing is also perfect for more upside. So go long yelp May or April call options, and wait for at least one week. It's heading towards 52 in short term, and much higher after a few more months.

Interest rates pull back to closer to earlier February low,  and it will go up quickly in next few months. So short bond, bond futures, and buy puts on TLT. With Friday's employment report,  it's possible for rates to have one more dip with bad employment number.  If it happens, that's good time to short bonds.

This week will be the time to turn $200 into $400, or $600 in a few more weeks. I hope someone can really follows my suggestion of long equity and short treasury at this time.   You will not see this prices for a long time, just as you will not see FB under $80 for a long time.

No comments:

Post a Comment